I need help to upload the bank information into QuickBooks from my checking. Also, is there a way to get January through March 2025 into QuickBooks please

Hello, allasindustries. You'll have to manually upload transactions from last year. To get them, log in to your bank's website and download using supported file types such as QBO, QFX, OFX, or CSV. 

After that, log in to QuickBooks, and head to the Accounting> Bank Transactions> Link account dropdown > Upload from file. Then, complete the on-screen prompts to finish uploading your transactions.

Once uploaded, you can match and categorize them in the correct accounts.

Feel free to reach out again if you have other concerns. I will be happy to assist!

@allasindustries 

What file format can you download from your bank? csv or else?